Integrations turns on an integration for the business. QuickBooks is one of the cards when it is available. Activation can charge an activation fee. The dialog shows the amount before you confirm.
Who can use this. The Integrations menu appears when integrations are enabled for the business. QuickBooks Online and QuickBooks Desktop links appear only when that product is active and you have quickbooks.connect or quickbooks.view, or you are a super admin.
Before you start. Read the activation fee on the card. This article does not add any other price.
Steps
- Open Integrations. The page says: Manage and activate the integrations available for your business.
- Read Active or Inactive on the card.
- If you must activate, read Activation fee and the dialog that says the fee will be applied. Choose Cancel or Confirm.
- The page says activation applies once.
- After it is active, use Open, or Activate to open QuickBooks if the button still says to activate first.
| What you see | Meaning | What happens next |
|---|---|---|
| Active | The integration is on for this business. | You can open its page when your permission allows. |
| Inactive | Not activated. | Opening QuickBooks from the menu may be hidden until it is active. |
| Confirm | Applies the activation, including the fee shown. | Do not confirm if the fee is not acceptable. |
After you save or submit. Activation does not sync a payment by itself. Connect QuickBooks after it is active.
Example. Example only: Example Cafe sees QuickBooks Inactive with an activation fee displayed as 49.00 in the dialog. Cafe chooses Cancel, so nothing is activated. Later an admin chooses Confirm. The card becomes Active. Cafe still has to connect the company.
Troubleshooting
- Integrations is missing. enable integrations is off for the business, or you are in the wrong business.
- QuickBooks is not activated. The QuickBooks page tells you to activate it in Integrations and offers Go to Integrations.
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